Try our new AI assistant by clicking the chat icon in the lower right corner.


Customers Batch List

The Customers batch list is a way for you to use the power of the Miva admin to interact with your customers.

Note

For the basics of working with Batch Lists, click here

On this Page

Accessing Customers Batch List

To work with the Customers batch list, click the Customers heading on the left side of the page. Then, on the page that opens, make sure you are in the Customers tab (which is the default tab). On that page you will see a list of all of your customers.

Alt text here

As with all Miva batch lists, you are able to configure the information you wish to see in your batch list. To do so, click the Plus sign icon on the right side of the page. This opens the Show/Hide Columns box. In this box, click the columns you want to see in the batch list. After you have finished choosing your columns, click the same icon on the right side, which is a Minus sign when the Show/Hide Columns box is open.

Alt text here

You can search for a customer in the Search Customers text box in the upper right corner. You can search by first name, last name or a combination of both. Miva will also return results with just partial names.

Using Advanced Search with the Customers Batch List

You can also use Advanced Search to use the batch list to drill down to granular information. To use Advanced Search, click the icon that is attached to the search box, on the right side. In the drop down menu that opens, click Advanced Search.

Alt text here

In the Advanced Search box you can use filters to find specific information about your customers.

Alt text here

Use Case: Advanced Search with Customers Batch List

For example, you can search by Last Login to find out when your customers last logged into their account for your store. You can also take a step further by using filters. In this case, we will use the Last Login search, but we’ll further filter it to include customers who haven’t logged in this year. In the Filter dropdown we’ll select Before, and then we’ll set the date to January 1, 2022 at 12:01 a.m.

Alt text here

After clicking the Search button, a list is displayed of customers who have last logged in before January 1, 2022.

Alt text here

If, for example, you wanted to create a marketing campaign to encourage customers with account credit balances to use those balances. You could scroll to the Account Credit Balance term, and then filter the results to show only customers who have account credit balances over $0.

In both of the examples above, those search results can then be exported to a CSV file. Just click the select all box in the batch list, and then the three dots icon, and select CSV. A spreadsheet with all of the values shown on the batch list is downloaded to your computer.

Alt text here

Next Section

Looking for Developer Docs?

We have a whole section for that, including: Developer Training Series, Template Language docs, Module Development tutorials and much, much more.

Head to the Developer Section

This website uses cookies to identify visitors, track visitors to our website, store login session information and to remember your user preferences. By continuing to use this site you agree to our use of cookies. Learn More.

This website uses cookies. By continuing to use this site you agree to our use of cookies. Learn More.

Accept

Copyright © 1997 – 2021 Miva©, Miva Merchant©, MivaPay©, MivaCon© Miva, Inc. All Rights Reserved.